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HDV

iShares Core High Dividend ETF

808 hedge funds and large institutions have $5.23B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,128% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $1.17M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 229

9.63% more ownership

Funds ownership: 209.11%218.73% (+9.6%)

7% more capital invested

Capital invested by funds: $4.91B → $5.23B (+$322M)

3% more funds holding

Funds holding: 781808 (+27)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
808
Holders Change
+27
Holders Change %
+3.46%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
93
Increased
321
Reduced
229
Closed
50
Calls
$72.7M
Puts
$1.17M
Net Calls
+$71.5M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
676
Manchester Capital Management
Vermont
$142K
PAG
677
Paladin Advisory Group
Iowa
$141K
TCM
678
Triumph Capital Management
Colorado
$141K +$141K +5,790 New
NSG
679
Nalls Sherbakoff Group
Tennessee
$140K
CIAS
680
Capital Investment Advisory Services
North Carolina
$131K +$486 +20 +0.4%
WA
681
Westfuller Advisors
New York
$126K +$1.34K +55 +1%
HI
682
Horizon Investments
North Carolina
$123K -$7.78K -320 -6%
CF
683
Centaurus Financial
California
$123K -$39K -1,605 -24%
GSWM
684
Golden State Wealth Management
California
$122K -$52K -2,140 -30%
VR
685
Vision Retirement
New Jersey
$122K +$122K +5,010 New
NRC
686
New Republic Capital
North Carolina
$122K
CVM
687
Cheviot Value Management
California
$117K -$4.26K -175 -4%
MHR
688
Matthew Hamilton Rosenberg
$115K
EWA
689
EverSource Wealth Advisors
Alabama
$115K +$75.3K +3,095 +190%
GWM
690
Grand Wealth Management
Michigan
$112K
CFO
691
CVA Family Office
Colorado
$108K
OFG
692
Oxford Financial Group
Indiana
$102K
BTI
693
Blue Trust Inc
Georgia
$100K +$3.16K +130 +3%
HWA
694
HHM Wealth Advisors
Tennessee
$99.7K
CPG
695
Cornerstone Planning Group
New Jersey
$98K +$851 +35 +0.9%
NWM
696
Nova Wealth Management
Florida
$95.2K +$9.12K +375 +11%
VWWMG
697
Vermillion & White Wealth Management Group
Pennsylvania
$94.9K +$30.4K +1,250 +47%
LI
698
LRI Investments
Florida
$87.6K
RIL
699
Rothschild Investment LLC
Illinois
$86.3K
FCG
700
Financial Connections Group
California
$86K